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Title posted on Jobillico - Banking Associate
Posted on October 17, 2024 by Employer details National Bank
Job details
<p><span><span>Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax planning.</span></span></p> <p><span><span>Private Banking 1859 is part of National Bank of Canada - an award-winning employer, headquartered in Montreal with over 21,000 employees.</span></span></p> <p><span><span>We are looking for a professional candidate dedicated to the highest standards of customer service to join our team.</span></span></p> <p><em><span><span>This position reports to the Manager of Client Services, Private Banking 1859.</span></span></em></p> <p><span> </span></p> <p><strong><span>Roles & Responsibilities</span></strong></p> <ul> <li><span><span>Closely work and support the Senior Private Banker/Vice President by providing various administrative as well as customer service tasks assigned by the manager.</span></span></li> <li><span><span>Ensure customer satisfaction and loyalty by developing a personalized relationship that meets the needs of each client.</span></span></li> <li><span><span>Optimize customer interventions and identify sales opportunities.</span></span></li> <li><span><span>Open commercial and personal accounts and perform various transactions on behalf of clients. </span></span></li> <li><span><span>Contribute to the efficiency of administrative and financial activities by rigorously monitoring client files.</span></span></li> <li><span><span>Actively participate in bringing operational efficiency and necessary improvement to processes</span></span></li> <li><span><span>Identify all risks inherent to the Wealth Management sector's activities.</span></span></li> </ul> <p><strong><span><span>In addition:</span></span></strong></p> <ul> <li><span><span>Provide clients with products or services that can meet their needs.</span></span></li> <li><span><span>Perform preliminary analysis, compilation, verification, and indexation of the financial information and tax structures required to process customer financing requests, in accordance with standards established by the credit center.</span></span></li> <li><span><span>Ensure adherence to deadlines (loans, investments, interest income).</span></span></li> <li><span><span>Establish and maintain effective communication with the various stakeholders involved in the files.</span></span></li> <li><span><span>Work closely with affluent and influential clientele while displaying a high degree of poise and professionalism.</span></span></li> <li><span><span>Work independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.</span></span></li> </ul> <p><span> </span></p> <p><strong><span><span>Requirements:</span></span></strong></p> <ul> <li><span><span>Completed three-year college diploma or academic equivalent, related to industry and three years of relevant experience.</span></span></li> <li><span><span>Knowledge of banking, investment, and financial products</span></span></li> <li><span><span>Knowledge of Microsoft 365</span></span></li> <li><span><span>Exceptional attention to detail</span></span></li> <li><span><span>Dynamic interpersonal skills with a can-do attitude to exercise initiative and handle several tasks and changing priorities.</span></span></li> <li><span><span>Strong communication skills and can connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner</span></span></li> <li><span><span>French language is an asset.</span></span></li> </ul> <p><span><span> </span></span></p> <p><strong><span><span>What we offer:</span></span></strong></p> <ul> <li><span><span>Competitive salary, bonus, and vacation</span></span></li> <li><span><span>A beautiful office located in the heart of the luxury corridor of the Alberni Street</span></span></li> <li><span><span>Currently offering a variety of health and wellne- LocationVancouver, BC
- Workplace information On site
- SalaryNot available
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14683349
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